Current Opportunities

Ready to start your career with E&P Financial Group? We’re currently looking for talented people to fill the following roles.

The Role

As the Equity Research Sales lead based in our HK office, you will bring an established network of institutional equity investor clients to the E&P platform to drive and further develop our expanding global platform.

Key Responsibilities:

  • Maintain, develop and expand institutional client relationships with key Asian & global accounts.
  • Leverage E&P’s extensive network embracing a collegiate approach with peers in equities, research, capital markets and investment banking.
  • Work closely with E&P’s network of research analysts and support their goals and recognition with client base.
  • Execute and continually evolve the strategic plan in the development and execution in all parts of the Asian & global business strategy.
  • Bring high degree of market knowledge and experience; develop and communicate research & trading ideas and adding value to client base.
  • Requires high level of self-motivation, enthusiasm and energy to thrive in a fast-paced global environment.

About You

  • Bachelor’s Degree or equivalent
  • Must maintain level of knowledge through CPD
  • Equities knowledge & understanding of financial markets – 5-10 years experience
  • Building strong and enduring client relationships that focus on a win-win situation
  • Seeking to understand what our clients need and offer advice and solutions that are right for them
  • Strong knowledge of MS Office, with advanced-level Excel skills, Bloomberg, Salesforce & IRESS working knowledge.

For a confidential conversation or to submit an application please contact Skye at quoting “Research Sales Lead” in the subject line.

The Role

As a Senior Receptionist at E&P’s Sydney office, you will be an integral part of the team and will be the first point of contact for our highly valued clients, both face to face and over the phone. This role is also responsible for overseeing the Sydney Client Services team and ensuring the smooth running of all office operations.

A typical day may include:

  • Greeting clients and answering incoming phone calls
  • Preparing meeting rooms and arranging catering for internal events/seminars
  • Monitoring client enquiry inboxes and managing workflows
  • Managing meeting room bookings and resolving booking conflicts
  • Ordering office supplies and restocking kitchen
  • Coordinating the reception team roster and overseeing the high standard of service provided by the Client Services team

Our environment can be fast-paced, and you’ll often find you’re assisting multiple stakeholders at any one time, so your ability to manage competing priorities whilst maintaining high attention to detail is crucial. As a first point of contact for clients, you will also need to have immaculate presentation with excellent verbal and written communication skills, as well as a willingness to go above and beyond to provide exceptional customer service.

Ideally you will have at least 2 years’ experience in reception / admin, or a background managing staff within high pressure retail, hospitality or customer service.

For a confidential conversation or to submit an application please contact Beau Janney at  quoting “Senior Receptionist – Sydney” in the subject line.

The Role

We are seeking a highly-motivated and enthusiastic Associate, with a strong interest in financial markets, to join our Private Wealth Management team. Working alongside experienced and well-respected Advisers in one of the top Adviser teams in Sydney, you will assist the team to provide high levels of service associated with managing a private wealth client base.

A typical day may include:

  • Provide technical and administration support to Advisers
  • Place buy/sell orders on the market as requested by clients
  • Manage funds product orders
  • Provide analysis and on-going monitoring of investments
  • Preparation of formal advice documents (ie Statements of Advice)
  • Assist with client meetings and respond to client request
  • Training and mentoring of new team members

Ideally you will have a strong interest in and/or prior experience in financial services and financial markets. A relevant Bachelors’ degree will be highly regarded.

For a confidential conversation or to submit an application please contact Skye at  quoting “Associate – PWM Sydney” in the subject line.

The Role

On an 18 month fixed-term contract, you will play a key part in the work we do for our clients so whilst you may not speak to them regularly, they will definitely benefit from your work. As an Administration Assistant, your typical day includes:

  • Creating and sending documentation to clients
  • Maintaining the client database
  • Sorting and distributing mail
  • Drafting and depositing cheques
  • Assisting the SMSF Account Managers set up new self-managed super funds
  • Supporting the team with end of financial year documentation and tax return lodgements
  • Filing and maintaining client documents

About You

You are motivated, driven and dynamic. After finishing year 12, you are ready to kick start your career in a professional environment working Monday to Friday with no weekend work!  No previous experience is necessary, but we do want you to be excited about the learning opportunities ahead of you.  Our environment can be fast paced, so your ability to manage competing priorities is equally as important as your keen eye for detail.

When it comes to our clients, our service standards are high, so you’ll be a natural when it comes to communication and building strong relationships.

Click Apply and include your CV and Cover Letter. For a confidential conversation or if you have any questions, please contact Skye at  quoting “Administration Assistant (Fixed Term) – Melbourne” in the subject line.

The Role

You will play a key part in the work we do for our clients so whilst you may not speak to them regularly, they will definitely benefit from your work. As an Administration Assistant, your typical day includes:

  • Creating and sending documentation to clients
  • Maintaining the client database
  • Sorting and distributing mail
  • Drafting and depositing cheques
  • Assisting the SMSF Account Managers set up new self-managed super funds
  • Supporting the team with end of financial year documentation and tax return lodgements
  • Filing and maintaining client documents

You are motivated, driven and dynamic. After finishing year 12, you are ready to kick start your career in a professional environment working Monday to Friday with no weekend work!  No previous experience is necessary, but we do want you to be excited about the learning opportunities ahead of you.  Our environment can be fast paced, so your ability to manage competing priorities is equally as important as your keen eye for detail.

When it comes to our clients, our service standards are high, so you’ll be a natural when it comes to communication and building strong relationships.

For a confidential conversation or if you have any questions, please contact Skye at  quoting “Administration Assistant – Melbourne” in the subject line.

The Role

Our people are our business. They are our most important asset, and their experience, development and welfare is paramount. The People & Culture team works collaboratively to support, develop and build the capability of our people to ensure we provide quality advice and services to our clients.

It’s an exciting time to join our People & Culture team, as we work on new initiatives and projects that will help shape our culture and drive engagement.

This role is an end-to-end role in Melbourne supporting our national ‘Wealth’ team that consists Wealth Advisers, Accountants and Risk professionals.  Ideally, you’ll have approximately 4-5 years of human resources experience with the last 1-2 at Manager level. You’ll work closely with your client group to:

  • Provide HR advice and generalist support on employee and industrial relations, performance development, policy interpretation and other generalist consultation;
  • Work closely with the Learning & Development team to ensure our people have the right learning and development opportunities;
  • Share people analytics and insights to shape the people agenda;
  • Partner with business leaders to understand their people risks and opportunities and drive commercial people solutions through their business;
  • Consult on employment relations best practice;
  • Lead and drive People & Culture projects that will provide clarity for our people on career progression and capability building;
  • Manage cyclical activities such as performance, remuneration, and talent management, and coach leaders as needed.

In the People & Culture team we value positivity.  As this is a stand alone role in Melbourne you must be self-motivated and willing to connect regularly with your Sydney colleagues.  We also value a business partner who:

  • Is a natural and confident communicator and relationship builder;
  • Is confident dealing with senior stakeholders and decision makers;
  • Has a passion for ‘People Experience’;
  • Can work independently to find suitable people solutions for our stakeholders and their teams;
  • Has experience in employment relations and can manage performance, conduct, and legislative matters;
  • Can effectively manage people projects;
  • Has a tertiary education in business, human resources or another relevant field;
  • Has corporate experience in professional services, financial services or similar;
  • Enjoys working in a fun, cohesive and supportive team.

If you meet most of the criteria, but not all, your application will still be considered.  We’re a team that supports development, and we’ll happily coach you through new experiences and opportunities if you’re enthusiastic and eager to learn.

For a confidential conversation or to submit an application please contact Skye at  quoting People & Culture Business Partner in the subject line.

 

The Role

If you are a recent accounting graduate with a keen interest in the financial services and wealth management industry, then we want to talk to you. A typical day may include:

  • entering and allocating accounting transactions for self-managed super funds (SMSFs)
  • undertaking bank and investment reconciliations
  • preparing financial statements and tax returns for SMSFs
  • working on rollovers, contributions, pensions and lump sums for funds
  • liaising with third parties such as the Australian Tax Office and financial institutions
  • accurate record keeping, processing and system management, and
  • supporting our network of financial and investment advisers.

You will be a high achiever with strong academic results in your undergraduate Accounting degree and attention to detail is a must.  Our environment can be fast-paced, and we work with multiple clients at any one time, so your ability to manage competing priorities is equally as important as your accounting skills.

For a confidential conversation or to submit an application please contact Skye at  quoting “Assistant Accountant – SMSF Melbourne” in the subject line.

The Role

We are seeking a highly-motivated and enthusiastic Associate, with a strong interest in financial markets, to join our Private Wealth Management team. Working alongside experienced and well-respected Advisers in one of the top Adviser teams in Canberra, you will assist the team to provide high levels of service associated with managing a private wealth client base.

A typical day may include:

  • Provide technical and administration support to Advisers
  • Place buy/sell orders on the market as requested by clients
  • Provide analysis and on-going monitoring of investments
  • Preparation of formal advice documents (ie Statements of Advice)
  • Assist with client meetings and respond to client request
  • Training and mentoring of new team members

Ideally you will have a strong interest in and/or prior experience in financial services and financial markets. A relevant Bachelors’ degree will be highly regarded.

For a confidential conversation or to submit an application please contact Skye at  quoting “Associate – PWM Canberra” in the subject line.

The Role

If you are a recent accounting graduate with a keen interest in the financial services and wealth management industry, then we want to talk to you.   A typical day may include:

  • entering and allocating accounting transactions for self-managed super funds (SMSFs)
  • undertaking bank and investment reconciliations
  • preparing financial statements and tax returns for SMSFs
  • working on rollovers, contributions, pensions and lump sums for funds
  • liaising with third parties such as the Australian Tax Office and financial institutions
  • accurate record keeping, processing and system management, and
  • supporting our network of financial and investment advisers.

You will be a high achiever with strong academic results in your undergraduate Accounting degree and attention to detail is a must.  Our environment can be fast-paced, and we work with multiple clients at any one time, so your ability to manage competing priorities is equally as important as your accounting skills.

For a confidential conversation or to submit an application please contact Skye at  quoting “Assistant Accountant – SMSF” in the subject line.

Take the next step

Ready to start your career with E&P Financial Group? We would love to hear from you. Email us at